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WEBPLANADVISER is the trusted information and solutions resource for America's retirement benefits decision makers. With its powerful array of customer-driven marketing programs, PLANADVISER offers industry providers an unparalleled ability …
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WEBBoomers Hold Half of the Nation’s Wealth Annuity Sales In the first 9 months of 2023, total annuity sales increased 21% to $270.6 billion.Source: LIMRA, U.S. Individual Annuity... On the Move.
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SECURE Act Update: Revisions to Model Rollover Notices
WEBFeb 7, 2020 · Under the laws governing tax-qualified retirement plans, the 402 (f) notice is required to be given to participants to help them understand their rollover options. Passed late last year, the SECURE Act made a number of changes to federal tax laws that affect the information on the 402 (f) notice. “We were strong supporters of the SECURE Act ...
Delta Taps Fidelity to Run New Emergency Savings Program
WEBJan 23, 2023 · Delta Air Lines and Fidelity Investments have teamed up to put into action two trending topics in the retirement plan space: emergency savings funds and financial wellness. Delta announced on Monday that eligible employees can opt to take an online financial education course and a series of one-on-one financial coaching sessions to earn a $750 kickstart for an emergency savings account.
SPACS, the Advisory Business and M&A Trends | PLANADVISER
WEBDec 20, 2021 · Special purpose acquisition companies (SPACs) are experiencing a renaissance after some big-name investors and firms recently embraced the vehicles that are used to take companies public. In the investment advisory market, at least one registered investment adviser (RIA) firm has used a SPAC to go public, and a new SPAC is now funded and ...
Great-West Rebrands Retirement Businesses as Empower
WEBOct 30, 2014 · Mar 20, 2014 – Great-West Lifeco Inc. announced plans to combine the retirement businesses of Putnam Investments and Great-West Financial. Apr 03, 2014 – Great-West reached an agreement to acquire the J.P. Morgan Retirement Plan Services ’ large-market recordkeeping business, which has $167 billion in …
News Archives | PLANADVISER
WEBBreach at J.P. Morgan Exposes Data of 451,000 Plan Participants. Participant names, addresses, Social Security numbers and bank information were exposed in an incident the bank became aware of in...
Supreme Court Asked to Review Great-West Retirement Plan
WEBSep 24, 2019 · The plaintiff in a case alleging Great-West engaged in prohibited transactions has petitioned the U.S. Supreme Court to review the case. In the case, the plaintiff alleged that Great-West engaged in self-dealing transactions prohibited under Employee Retirement Income Security Act (ERISA) Section 406(b), and caused the plaintiff’s retirement plan to engage in prohibited transactions with a ...
Regulatory and Statutory Changes Coming to Self ... - PLANADVISER
WEBJan 20, 2023 · It did, however, call for $10,000 and 365-day limits instead of the proposed $1,000 and 180-day limits. The letter noted that the SECURE 2.0 Act of 2022made some changes that will ease self-correcting processes. Section 305 of SECURE 2.0. Section 305 of SECURE 2.0 allows plans to self-correct errors related to loan administration through the ...
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